Broker Check

Who We Are

We are Kingswood Family Office, a division of Kingswood US an independent RIA and FINRA licensed broker dealer headquartered in New York City collectively overseeing more than $3 billion in assets. Together with our parent company, Kingswood Group, headquartered in London, UK, we combine the resources and capital of a very large financial services firm with the personalized touch of a boutique company.

Wealth Management

  •  Fiduciary Advice
  • Customized Investment Policy
  • Individualized Portfolio
    Implementations and Monitoring
  • Endowment Model Strategy

Tax Mitigation

  • Tax and Planning
  • Tax Review
  • Tax Mitigation Strategies
  • Real Estate Tax Strategies

Insurance Services

  • Life Insurance Strategies
  • Property and Casualty
  • Policy Review and Audit
  • Premium Financing
  • Insurance planning review &

Concierge Services

  • Bill Pay
  • Buying/Selling Real Estate
  • Travel Services
  • Tax Statement Preparation
  • Lifestyle Management

Legal & Legacy Services

  • Estate Plan Review
  • Succession Planning
  • Trust Administration
  • Contract Review & Litigation
  • Charitable Planning
  • Family Education & Consultation
  • Communication with beneficiaries
  • Will and trust services
  • Business sale planning

Real Estate Services

  • 1031 replacement strategies
  • Delaware statutory trusts
  • Opportunity Zone investing
  • Installment sales
  • Passive real estate investing
  • Asset class diversification

Build your team. Secure your legacy.

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